Group 1 - The core point of the article is that NIO Inc. achieved a record high in new car deliveries in September 2025, with a total of 34,749 vehicles delivered, representing a year-on-year increase of 64% [1][2] Group 2 - NIO brand delivered 13,728 new cars in September 2025 [1] - The Ladao brand delivered 15,246 new cars in September 2025 [1] - The Firefly brand delivered 5,775 new cars in September 2025 [1]

Core Insights - The Chinese new energy vehicle (NEV) industry has shown remarkable growth in September, with multiple companies achieving record delivery numbers, indicating a strong performance during the peak sales season [1] Group 1: Company Deliveries - Leap Motor achieved a delivery volume of 66,657 units in September, marking a year-on-year increase of over 97% [26] - Xiaopeng Motors and Xiaomi both surpassed 40,000 units in September, with Xiaopeng delivering 41,581 units, a 95% year-on-year increase [2][4] - Li Auto delivered 33,951 units in September, with a total of 93,211 units delivered in Q3, maintaining a leading position in the SUV market above 200,000 yuan [8][9] - NIO delivered 34,749 units in September, a 64% year-on-year increase, contributing to a cumulative total of 872,785 units [12][14] - Zeekr achieved a delivery of 51,159 units in September, with a year-on-year growth of 8.5% [31][32] - Lantu Motors delivered 15,224 units in September, a 52% year-on-year increase, with a cumulative total of 96,992 units for the year [41] Group 2: Market Trends - The NEV industry in China is experiencing a significant surge, with companies like BYD reporting a total NEV sales of 396,270 units in September, showing an 18.64% year-on-year growth [23][25] - The overall market is characterized by a strong performance in the "golden September" sales season, with various brands achieving historical highs in delivery numbers [1][26] - The competitive landscape is intensifying as companies like Xiaopeng and Xiaomi emerge as significant players in the market, reflecting a shift towards more established competition in the NEV sector [4][2] Group 3: Future Outlook - Leap Motor plans to showcase its flagship technology platform and the first flagship model D19 in October, aiming to set a new standard in the luxury segment [27] - Lantu Motors is expanding its product matrix with new models and has seen significant interest, with over 10,000 orders for the 2026 model within 18 hours of its launch [53] - The global expansion of Chinese automakers is accelerating, with companies like Zeekr and Xiaopeng entering multiple international markets, indicating a strategic focus on global growth [56]

（文章来源：新京报） 新京报贝壳财经讯 2025年9月，蔚来公司交付新车34749辆，同比增长64%。其中，蔚来品牌交付新车 13728辆；乐道品牌交付新车15246辆；firefly萤火虫品牌交付新车5775辆。截至目前，蔚来公司已累计 交付新车872785辆。其中，蔚来品牌累计交付新车762176辆；乐道品牌累计交付新车90279辆；firefly萤 火虫品牌累计交付新车20330辆。 ...

新京报贝壳财经讯2025年9月，蔚来公司交付新车34749辆，同比增长64%。其中，蔚来品牌交付新车 13728辆；乐道品牌交付新车15246辆；firefly萤火虫品牌交付新车5775辆。截至目前，蔚来公司已累计 交付新车872785辆。其中，蔚来品牌累计交付新车762176辆；乐道品牌累计交付新车90279辆；firefly萤 火虫品牌累计交付新车20330辆。 ...

新华财经北京10月1日电蔚来公司10月1日发布的数据显示，2025年9月，蔚来公司交付新车34,749台， 同比增长64%。其中，蔚来品牌交付新车13,728台；乐道品牌交付新车15,246台；firefly萤火虫品牌交付 新车5,775台。截至目前，蔚来公司已累计交付新车872,785台。其中，蔚来品牌累计交付新车762,176 台；乐道品牌累计交付新车90,279台；firefly萤火虫品牌累计交付新车20,330台。 （文章来源：新华财经） ...

蔚来公布数据显示，2025年9月，蔚来公司交付新车34749台，同比增长64%。其中，蔚来品牌交付新车 13728台；乐道品牌交付新车15246台；firefly萤火虫品牌交付新车5775台。截至目前，蔚来公司已累计 交付新车872785台。其中，蔚来品牌累计交付新车762176台；乐道品牌累计交付新车90279台；firefly萤 火虫品牌累计交付新车20330台。 ...

人民财讯10月1日电，2025年9月，蔚来公司交付新车34749台，同比增长64%，创历史新高。其中，蔚 来品牌交付新车13728台；乐道品牌交付新车15246台；firefly萤火虫品牌交付新车5775台。 来源：证券时报e公司 ...

乐道、萤火虫助二季度销量大增25.6%。 作者 | 小鑫 编辑 | 小白 新能源车市场风云变幻，最近又上演了新戏码。 小鹏凭借低价MONA品牌翻身之后，理想却在今年掉队，而被嘲讽了很久的新势力中最接近破产的 蔚来（NIO.O，09866.HK）这两个月突然回来了。下面，我们就用一张图来看懂蔚来二季报和最新行 业情况。 蔚来2025Q2核心业绩速览 制图：市值风云APP Q2交付量同比增25.6%，8月销量破3.1万创历史新高，Q3交 付指引强劲至9万辆 ど 汽车销量情况 二季度 (Q2) 总交付 72.056 辆 ↑ 同比 +25.6% | ↑ 环比 +71.2% 品牌细分贡献 蔚来品牌: 47,132 辆 乐道品牌: 17,081 辆 萤火虫品牌: 7,843 辆 增长驱动因素 新品牌落地——乐道品牌（1.71 万辆）与萤火虫品牌 (0.78 万辆）合计贡献当季增量的 170%，蔚来品牌销 量下滑。 八月单月销量 31,305 辆 (创月度新高) 同比增 ↑ +55.2% 七月销量对比 21,017 辆，同比增个 +25.2% 1-8月累计交付 166,472 辆 驱动因素分析 收入增长：交付量增长+二手车 ...

Core Insights - In August 2025, NIO delivered a record 31,305 vehicles, representing a year-on-year increase of 55.2% [1] - Cumulative vehicle deliveries reached 838,036 units, with NIO brand accounting for 748,448 units [1] Delivery Performance - NIO brand delivered 10,525 vehicles in August 2025 [1] - The Ladao brand delivered 16,434 vehicles, while the Firefly brand delivered 4,346 vehicles [1] - The Ladao L90 model achieved 10,575 deliveries in its first month, marking the fastest sales of any model in NIO's history [1] Cumulative Deliveries - Cumulative deliveries for the Ladao brand stand at 75,033 units, and for the Firefly brand at 14,555 units [1]

Core Viewpoint - NIO Inc. reported a significant increase in vehicle deliveries for June 2025 and the second quarter, indicating strong growth in the electric vehicle market [1] Delivery Performance - In June 2025, NIO delivered 24,925 vehicles, representing a year-over-year growth of 17.5% [1] - For the second quarter of 2025, NIO delivered 72,056 vehicles, showing a year-over-year increase of 25.6% [1] - As of June 30, 2025, NIO's cumulative vehicle deliveries reached 785,714 units [1] Brand Breakdown - NIO brand accounted for 725,248 units of the total deliveries [1] - The Ladao brand contributed 52,623 units to the cumulative total [1] - The Firefly brand delivered 7,843 units [1]